Tag Archives: Pensions / Income Streams

Centrelink – Moving to Aged Pension from Disability Support Pension? What are the pros and cons?

Posted on March 6, 2018 by

A very good lady asked whether moving to Aged Pension (AP) from Disability Support Pension (DSP) was the best thing to do and was there any pros or cons? I connected her (our Connect/Assist service) to the advisor for clarification. … Continue reading →

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Pensions and Retirement – New Year Resolutions – 5 Easy Steps to Plan your Retirement

Posted on February 3, 2018 by

Studies show that most people spend more time planning the next holiday than ever spent on preparing for retirement – but it is not hard at all! Consider if you are a – Woman and want to retire at the … Continue reading →

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NEWS – Caution sounded on proposed early release of super for crime victims, as well as hardship cases

Posted on December 14, 2017 by

The government has been told to tread carefully with its plans for allowing victims of crime to access perpetrators’ superannuation as compensation, as the proposals could have unintended consequences, one lawyer has warned. Speaking to SMSF Adviser’s sister title, Nest … Continue reading →

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Pensions Centrelink – Summary of current asset test age pension changes 2017

Posted on November 2, 2017 by

The start of January 2017 saw some significant changes to means testing for Social Security pensions (including the Age Pension). Retire Invest wrote a comprehensive summary in their RIAdvice magazine – Uncertainty around income can be unsettling for those receiving … Continue reading →

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NEWS – ATO may soften on proposed event-based reporting SMSF rules

Posted on October 17, 2017 by

Controversial and laborious event-based reporting rules for Australia’s army of DIY super fund operators may be softened by the tax office in coming weeks. Under current plans the Australian Taxation Office wants all SMSFs (self-managed super funds) to report much … Continue reading →

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NEWS – ATO watch list 2017 – SMSF items on radar to note – property development, second SMSF, excess contributions, reserves

Posted on October 1, 2017 by

A report at SMSF Advisor by Katarina Taurian, highlights new ATO watch list items on their radar to take note of (our emphasis added) – The tax office has added a series of new items of concern to its watch list … Continue reading →

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NEWS – Insurance in Super to closer meet Member needs at different life stages

Posted on August 18, 2017 by

Rod Myer writes at The New Daily – Insurance cover in superannuation could be redesigned to closer meet the financial needs of members, research house Rice Warner believes. Because insurance in super needs depend on age and family situation, insurance … Continue reading →

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